implementing an mdr solution -a user story · resource availability and product understanding is a...
TRANSCRIPT
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Implementing an MDR Solution - A User StoryWade Fairbanks – PfizerBarrie Nelson – Nurocor
PhUSE US Connect 2018
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Agenda• Introduction• Project Sponsorship• Project Planning & Execution• Change Management• Conclusion• Q & A
(((MDR)))Metadata Repository
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Introduction
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Introduction• Clinical trials are becoming increasingly
more complex• Reusability of data standards brings
efficiency to the clinical process• Robust metadata management
requires a Metadata Repository (MDR)• A successful MDR implementation
needs to be carefully planned• In this presentation a customer and a
vendor share observations from an MDR implementation project
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Project Sponsorship
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Project SponsorshipManagement sponsorship is essential to implementation of an MDR• Provides authoritative endorsement driving
alignment throughout the clinical development organization• Serves to motivate the change agent network
and change management activities• Co-sponsorship from Information Technology (IT)
ensures proper provisioning and support
Lesson: Clinical Development Executive Leadership and extended team sponsorship is essential.
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Project Leadership
Computer Based Training
Communication & Awareness
Change Management
Project Management
Vendor Technical Teams
Business Technical Teams
Business Analysis &
Requirements
Configuration, Customization, Development
Performance and Acceptance
Testing
Architectural Strategy
Instructor Lead Training
Hosting & infrastructure
Lesson: Stakeholders and key Clinical Development personnel must be engaged early and often. Project team personnel must be given sufficient time to contribute fully and effectively to successfully implement project objectives.
Business Lead
Technical Lead
Vendor Lead
Production& BAU
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Project Planning & Execution
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HighMediumLow
Level of Effort
Reports / Views
Integrations
Metadata Scope
Data Migration
Meta model Modeling / Mapping
Governance Workflows
Validators
Users, Roles, Privileges
Testing
Training / Documentation
Assessment
Project Planning
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Project Requirements
Initial customer requirements
(Comprehensive & Prioritized)
Assessment & Clarification
Customer Learning Curve
Resource availability and product understanding is a challenge throughout the process
Lesson: The vendor and customer realize that finalizing robust requirements may be an iterative process. Full and detailed analysis in the assessment phase can and should reduce this using experienced personnel and SMEs .
Release Lockdown of
RequirementsPotential Delays
Requirements Revision
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Data Migrations
Spreadsheets
Source Legacy Systems
Document Management
Systems
Other Repositories
Extraction and Transformation
MDRMDR Loads(Multiple Files)
Other Requirements
Data migrations are the process of loading the company’s metadata into the MDR in an agreed upon format and sequence.
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System Integrations & Automation
MDR
CDISC Standards
Inputs Outputs
Legacy Meta-Data & Spreadsheets
NCI Controlled Terminology
Other Meta-Data / BAU Loads
Automations
Governance & Change
EDC(s)
Analysis & Reporting
Standards Services
End User Interface
Other Systems and Consumers
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System Interface (User Interfaces)
MDR
CDISC Standards
Inputs Outputs
Legacy Meta-Data & Spreadsheets
NCI Controlled Terminology
Other Meta-Data / BAU Loads
Automations
Governance & Change
EDC(s)
Analysis & Reporting
Standards Services
End User Interface
Other Systems and Consumers
The MDR is currently setup for
highly trained metadata curators.
The UI is intended to be user friendly, read only and oriented to
self-service access to clinical standards.
The UI is integrated into the MDR and Governance. Change Requests
can be initiated via the UI.
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Change Management
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Communication
• Speak the same language
• Validate assumptions
• Weekly project status updates
• Keep the target audience engaged and informed
• Develop a communication plan and strategy • Roadshow presentations, Q&A sessions, email
updates, newsletters, blog or wiki communications
• Over communicate, regular and repetitive communication helps to get the message over
Communications Plan Template (http://inte5160.wikispaces.com/Communication+Plans)
used under CC-BY-SA license (http://creativecommons.org/licenses/by-sa/3.0/)
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Governance of Change
• Allow the enterprise to govern metadata evolution• Utilize Global and Therapeutic Area
expertise• Review, authorize, deny and prioritize in a
timely manner• Integration with existing change
management process can add complexity but can minimize business process change
Implementing Change
Managing Change
Planning for Change
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Conclusion
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Customer Conclusion• An MDR implementation is a complex activity requiring strong sponsorship, experienced
resources and a strong partnership between the Business, IT, and the Vendor• Requirements will evolve as core and expanded teams better understand MDR capabilities and
the impacts to existing and new business processes• Migration from existing legacy systems and spreadsheets can be one of the most complex aspects
of the project• System interfaces and integrations add overhead complexity and timeline impacts. Depending
upon the use case, a simple and easy to use UI may be required• Governance should be considered as part of the business as usual (BAU) process; how is a change
requested, approved and processed for use?• Organizational readiness via awareness, training and frequent communications is a priority and
requires focused resource support• Overall, an MDR can bring real value to an organization if properly installed, populated, governed
and made accessible to targeted knowledge workers supporting the clinical trial end to end process
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Vendor Conclusion
• Executive level sponsorship sets the tone of the project and expectations
• Have the correct personnel engaged from the start
• All effected business units must have subject matter experts (SMEs) engaged from project
inception
• The vendor should provide both technical know how and business knowledge
• Take time to set expectations:
• The customer should take time to familiarize themselves with the MDR
• The vendor should take time to fully understand customer requirements
• Expect iterations as each side learns
• System integration discussions should start early and the customer must ensure
that both sides have a point of contact available at the appropriate time
• An agile development process serves an MDR implementation well
• Communicate openly and often, challenge assumptions
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Questions
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End